AUMdb

Alight Solutions Llc 401(k) Plan (Fka Hewitt Associates Llc 401 K Plan)

Sponsored by Alight Solutions Llc · EIN 362235791 · Plan #001

Total assets
$2.5B
Net assets
$2.5B
Active participants
7,865
With balances
12,300

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Alight Financial Advisors, Llc CRD 158744 deterministic · 100% 2024
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024
William Blair Investment Management, Llc CRD 173961 fuzzy_auto · 97% 2024
Goldman Sachs Asset Management, L.P. CRD 107738 fuzzy_auto · 97% 2024
Pacific Investment Management Company Llc CRD 104559 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alight Financial Advisors Llc Investment advisory (participants), Direct payment from the plan $572,207
Dodge & Cox Investment management, Direct payment from the plan, Investment management fees (direct) $379,646
William Blair Investment Mgmt, Llc Investment management, Direct payment from the plan, Investment management fees (direct) $359,709
Northern Trust Company Trustee (institutional), Other services, Direct payment from the plan $285,725
Blackrock Institutional Trust Co. Trustee (institutional), Trustee (discretionary), Investment management $209,920
Goldman Sachs Asset Managemet Investment management, Direct payment from the plan, Investment management fees (direct) $144,452
Jpmorgan Chase Bank, N.A. Trustee (discretionary), Investment advisory (plan), Investment management $138,452
T Rowe Price Stable Asset Mgmt Inc. Investment management, Direct payment from the plan, Investment management fees (direct) $120,494
Alight Solutions Llc Recordkeeping, Direct payment from the plan $90,718
Pacific Invtmt Mgmt Company Investment management, Direct payment from the plan, Investment management fees (direct) $75,705
Ernst & Young Us Llp Accounting, Direct payment from the plan, Investment management fees (direct) $74,000
Goldman Sachs Asset Management Investment management, Direct payment from the plan, Investment management fees (direct) $48,589
Pershing Llc Shareholder servicing fees, Finders' fees/placement fees, Securities brokerage commissions $0
Alight Financial Solutions, Llc Securities brokerage, Finders' fees/placement fees, Distribution (12b-1) fees $0